Q1 2025 · 13F-HR
Land & Buildings Investment Management, LLCholdings as filed
Filed 2025-05-15 · accession 0001536520-25-000003
$472.6M
Reported value
20
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 63633D104 | NHI | NATIONAL HEALTH INVESTORS, INC. | $43.4M | 9.17% | 586,946 | Common | SOLE |
| 32054K103 | FR | FIRST INDUSTRIAL REALTY TRUST, INC. | $34.8M | 7.36% | 644,191 | Common | SOLE |
| 398182303 | AHR | AMERICAN HEALTHCARE REIT INC | $34.8M | 7.35% | 1,147,003 | Common | SOLE |
| 02665T306 | AMH | AMERICAN HOMES 4 RENT LLC | $33.3M | 7.05% | 880,590 | Common | SOLE |
| 30225T102 | EXR | EXTRA SPACE STORAGE INC. | $30.7M | 6.50% | 206,892 | Common | SOLE |
| 92276F100 | VTR | VENTAS, INC. | $29.8M | 6.31% | 433,926 | Common | SOLE |
| 29476L107 | EQR | EQUITY RESIDENTIAL | $27.9M | 5.90% | 389,349 | Common | SOLE |
| 03748R747 | AIV | APARTMENT INVESTMENT AND MANAGEMENT COMPANY | $27.7M | 5.85% | 3,142,232 | Common | SOLE |
| 29444U700 | EQIX | EQUINIX, INC. REIT | $23.9M | 5.05% | 29,292 | Common | SOLE |
| 866674104 | SUI | SUN COMMUNITIES, INC | $23.6M | 4.99% | 183,252 | Common | SOLE |
| 571903202 | MAR | MARRIOTT INTERNATIONAL, INC CLASS A | $21.7M | 4.60% | 91,180 | Common | SOLE |
| 828806109 | SPG | SIMON PROPERTY GROUP INC | $20.9M | 4.43% | 126,135 | Common | SOLE |
| 875465106 | SKT | TANGER INC | $20.6M | 4.35% | 608,381 | Common | SOLE |
| 03027X100 | AMT | AMERICAN TOWER CORPORATION | $18.6M | 3.93% | 85,397 | Common | SOLE |
| 49803T300 | KRG | KITE REALTY GROUP TRUST | $18.0M | 3.82% | 806,852 | Common | SOLE |
| 69007J304 | OUT | OUTFRONT MEDIA INC. | $16.7M | 3.54% | 1,036,685 | Common | SOLE |
| 12504L109 | CBRE | CBRE GROUP, INC. CLASS A | $16.7M | 3.53% | 127,529 | Common | SOLE |
| 925652109 | VICI | VICI PROPERTIES INC. | $15.2M | 3.22% | 465,831 | Common | SOLE |
| 939653101 | ELME | ELME COMMUNITIES SBI | $9.5M | 2.01% | 546,653 | Common | SOLE |
| 83193G107 | SMRT | SMARTRENT, INC. | $4.9M | 1.04% | 4,076,738 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.